We Help Our Clients Plan for their Financial Security
Berkshire IFA specializes in the financial well being of all clients. Our team have over 20 years' experience in the Financial Planning sector. Our mission is to give all our client's financial security by offering high levels of service and giving financial advice that’s entirely focused upon individual needs and requirements. This is facilitated by our independence and long experience across the entire UK wealth, retirement planning and insurance market.
Regulatory Considerations
a. a. The information contained on this page is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
b. With investments funds, your capital is at risk. The value of units and the income from them may fall as well as rise. Investors may not get back the amount originally invested.
c. Think carefully before securing other debts against your home.
d. A Protection plan will have no cash in value at any time, and will cease at the end of the term.
e. Your insurance policy may lapse if you do not keep up to date with regular premium payments and you may not be covered if a claim is made.
f. The Financial Conduct Authority do not regulate certain types of Buy To Let / Commercial Mortgages.
g. All loans are subject to a credit search, valuation and in some cases status enquiries by the lender.
h. Your home is at risk if you do not keep up repayments on your mortgage or other loans secured on it.
i. Information contained on this page does not constitute advice and decisions should not be made based solely on the information on the website. Individual advice should be sought.
j. The Financial Conduct Authority do not regulate tax advice
k. Berkshire IFA Limited is authorised and regulated by the Financial Conduct Authority under reference number 826120.
l. Berkshire IFA Limited is registered in England and Wales under reference 11248066.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 14 Shute End, Albany House,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- berkshireifa.com
- Keywords
- Pensions, Investments, Wealth Planning, Retirement Planning, Financial Advice, Financial Planning.
- HQ
- Wokingham, Berkshire
Berkshire Ifa Limited Questions
Berkshire Ifa Limited's website is berkshireifa.com
Berkshire Ifa Limited's LinkedIn profile is https://uk.linkedin.com/company/berkshire-ifa-limited
Berkshire Ifa Limited has
5 employees.
View email and phone details for 5
employees at Berkshire Ifa Limited.
Berkshire Ifa Limited's industry is
Financial Services
Berkshire Ifa Limited's top competitors are
Pamela Bianconi Coaching,
Blyth Wealth Management Limited,
Lancer Labels Ltd,
The Gorge Cafe,
Private Property Company,
Attivo,
Aubas Consulting Ltd,
Dawn Slater Wealth Management Limited,
Halletts Estate Agents,
Berkshire Wealth Advisors Of Janney Montgomery Scott, Llc.
Berkshire Ifa Limited's categories are Financial Services
Berkshire Ifa Limited's founding year is 2019
